+1,472.1%
AXTI vs CHRW
+183.1%
+1,289.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +5.1% | +3.5% | +1.6% | +4.1% |
| 30D | -17.5% | +4.6% | -22.1% | -18.6% |
| 3M | -26.7% | -19.7% | -7.0% | -22.8% |
| 6M | +36.8% | -12.4% | +49.2% | +37.4% |
| YTD | +296.1% | -3.9% | +300.0% | +283.4% |
| 1Y | +1,810.6% | +18.4% | +1,792.2% | +1,604.2% |
| 3Y | +2,587.6% | +88.8% | +2,498.7% | +1,846.4% |
| 5Y | +601.7% | +93.5% | +508.2% | +398.9% |
| All | +1,472.1% | +183.1% | +1,289.0% | +1,070.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CHRW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling